FINANCIAL PLANNER

WHAT IS A FINANCIAL PLANNER?

A financial planner is a qualified investment professional who guides you to meet your current
financial needs and long-term goals. That usually means evaluating your financial situation,
understanding what you want your money to do for you (both now and in the future), and helping
you create a plan to get there. Financial planners can help you cut expenses, pay down debt, and
save and invest for the future.

DO YOU HAVE THE QUALITIES FOR BEING A FINANCIAL PLANNER?

Yes, I have the quality of being a financial planner because I consider myself an organized person
with my finances and I would like to convey to my clients the satisfaction of being able to save and
that these savings can be a great investment at some point in their lives.

Postscript: In the video I chose more answers with (A) 😊

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